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When adding a new Referral in Relospec and wanting to sync that referral with Xchange put a check mark in the LeadingRE Sync field on the right hand side of the General Information Section.

LOOKING UP A CONTACT

In the contact section, click the Look-Up by LeadingRE button. This will take you to a screen in Xchange that will let you choose your contact by state, or LeadingRE member.

Once this is selected, you can select your coordinator and press “Accept Contact Information and Return to the Referrals Screen”. The contact fields in ReloSpec will be populated with the contact information.

After all of your information is entered into ReloSpec, press the “add new” button. While the record is updated into ReloSpec it will also update into Xchange and you will see a “yellow” message at the bottom left hand corner saying “The record was transferred.”

When a note is added into ReloSpec it will also add one into Xchange. You will see a “yellow” message at the top of the screen saying “a record is added to Xchange.”

When Closing information is added into ReloSpec a record is also added to Xchange. You will again, see the “yellow” message saying “1 record was transferred to Xchange.”

If a record is put into Xchange the API will also transfer the record to the Import Table in ReloSpec.

Click on “Import” on the left hand side of the referral screen and a list of all Xchange records waiting to be imported will be listed.

Click on the small box on the left hand side of the records that you want to import and press the “Change Now” button. You will see the word “true” listed under the import column for all records you want to import in.

Press “click here” to import the records into ReloSpec.

Close the window and press the reload button to see the records in the grid.